Tax Manager - Family Office

Versique Executive, Professional & Interim Recruiting; Mankato (MN); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Versique Executive, Professional & Interim Recruiting seeks a Tax Manager for a well-established family office in Mankato, MN. This onsite role supports tax compliance, planning, estate, and trust matters while collaborating with the Family Office Manager on succession planning.

Ideal candidates bring substantial high-net-worth tax experience from public accounting, with the ability to advise families and coordinate with external professionals. Relocation to Mankato is preferred.

Qualifications

• CPA certification strongly preferred.
• 8–9+ years of relevant tax experience, or 10–13 years in a career with a significant tax focus.
• Strong recent experience with individual, trust, estate, and high-net-worth taxation.
• Public accounting background with tax preparation, review, and planning.
• Experience working directly with sophisticated individual or family clients.
• Strong tax planning and advisory skills with the ability to think beyond compliance.
• Excellent communication and relationship-building skills.
• Comfortable collaborating with attorneys, investment managers, bankers, accountants, and other professional advisors.
• High level of discretion, professionalism, judgment, and integrity.
• Mankato connection or genuine interest in relocating to the area strongly preferred.

Responsibilities

• Prepare and review federal and state tax returns for individuals, trusts, estates, foundations, and select partnerships.
• Provide ongoing tax planning and advisory support for family members and related entities.
• Assist with estate and succession planning in coordination with outside attorneys and professional advisors.
• Manage and monitor treasury activities and cash needs in coordination with investment managers and banking partners.
• Coordinate with investment managers, attorneys, bankers, accountants, and other outside advisors.
• Serve as a trusted resource and point of contact for six family groups and a family foundation.
• Assist with investment, compliance, financing, real estate, and financial reporting matters.
• Maintain strong relationships with banks, brokerage firms, investment professionals, attorneys, and other external partners.
• Support the long-term transition from the current Family Office Manager and assume increasing responsibility over time.
• All other duties as assigned.

Skills

CPA

High-net-worth taxation

Tax planning

Public accounting

Communication

Education

CPA certification

Job description

The Tax Manager will support the tax compliance, planning, estate, trust, investment, and financial needs of a well-established family office in Mankato, Minnesota. Working closely with the current Family Office Manager as part of a planned succession, this individual will have the opportunity to develop into a trusted long-term advisor to the family. The role is ideal for an experienced public accounting professional with substantial individual and high-net-worth tax experience who is looking for a broader, relationship-driven opportunity outside the traditional public accounting environment.

Worksite Location

Mankato, MN - Onsite Opportunity. This is a fully onsite position in Mankato, and candidates with a Mankato connection or genuine interest in relocating back to the area are strongly preferred.

Salary

$175K - $250K+ base salary depending on experience

Benefits

Competitive benefits package; specific benefit details will be provided during the interview process.

Roles & Responsibilities

• Prepare and review federal and state tax returns for individuals, trusts, estates, foundations, and select partnerships.
• Provide ongoing tax planning and advisory support for family members and related entities.
• Assist with estate and succession planning in coordination with outside attorneys and professional advisors.
• Manage and monitor treasury activities and cash needs in coordination with investment managers and banking partners.
• Coordinate with investment managers, attorneys, bankers, accountants, and other outside advisors.
• Serve as a trusted resource and point of contact for six family groups and a family foundation.
• Assist with investment, compliance, financing, real estate, and financial reporting matters.
• Maintain strong relationships with banks, brokerage firms, investment professionals, attorneys, and other external partners.
• Support the long-term transition from the current Family Office Manager and assume increasing responsibility over time.
• All other duties as assigned.

Required Skills & Experience

• CPA strongly preferred.
• Approximately 8-9+ years of relevant tax experience, or 10-13 years in a career with a significant tax focus.
• Strong recent experience with individual, trust, estate, and high-net-worth taxation.
• Public accounting experience with tax preparation, review, and planning.
• Experience working directly with sophisticated individual or family clients.
• Strong tax planning and advisory skills with the ability to think beyond compliance.
• Excellent communication and relationship-building skills.
• Comfortable collaborating with attorneys, investment managers, bankers, accountants, and other professional advisors.
• High level of discretion, professionalism, judgment, and integrity.
• Adaptable, service-oriented, and comfortable working across a broad range of family-office matters.
• Family office experience is a plus, but not required.
• Mankato connection or genuine interest in relocating to the area strongly preferred.